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People signing legal documents related to home ownership and a will with a real estate agent at a table.
Michael Lonich

What is the Difference Between Estate Planning and a Will?

January 7, 2026/in Estate Planning /by Michael Lonich

Most people know that they should have a will to make sure that their assets get distributed appropriately after their death, but is a will all you need? What is estate planning? Is there a difference between estate planning and a will? How do you know which you need? 

What is a Will?

A will is a written document that outlines your wishes and provides detailed instructions for several things after your death, including:

  • The distribution of your assets
  • Who you want to be the guardian of your minor children
  • Appointing an executor who will carry out your wishes and administer your estate (i.e., pay outstanding debts and taxes)

A will only takes effect after your death, so it does not include provisions for how to manage your assets if you become incapacitated.

Everyone should have a will even if you do not have extensive assets. Without a will, a court will decide about asset distribution and guardianship issues. 

What is Estate Planning?

Estate planning is an overall strategy for managing your assets, your health, and your legal affairs both during your life and after your death. Estate planning includes a will, but is much broader and helps with many additional issues like minimizing taxes and protecting your assets.

In addition to a will, estate planning often includes:

Trusts

There are many different kinds of trusts that help you manage your property and other assets, protect those assets from the probate process after your death, and provide various tax benefits. If you have minor children, establishing a trust is a great way to ensure that you can continue to provide for them long-term, especially if you have a special needs child.

Power of Attorney

A power of attorney document designates a trusted individual to make financial, medical, and legal decisions on your behalf if you are unavailable (e.g., out of the country) or incapacitated due to illness or age. 

Healthcare Directives or a Living Will

Although it can be uncomfortable to think about, it’s important to clearly outline your wishes for medical treatment and care, if you are ever unable to make or communicate those decisions for yourself. Rather than leaving your spouse or other family members to have to make painful choices during a very emotional and stressful situation, you can choose for yourself about resuscitation, feeding tubes, pain management, life support, and end-of-life care.

Taxes and Other Financial Planning

An estate planning attorney can help you minimize the impact of taxes on your estate to help you maximize your enjoyment of it during your lifetime. They can also help you protect your assets in cases of divorce or bankruptcy. An estate plan also allows you to designate beneficiaries for all your accounts.

Family meeting with a real estate agent to discuss property planning and signing a legal will for future security

Estate Planning Customized to Your Goals

While having a will is important, it is just one piece of the whole puzzle. Effective estate planning allows you to provide guidance about your wishes after death but also if you become incapacitated, as well as helping you manage your estate now. The estate planning group at Lonich Patton Ehrlich Policastri (LPEP Law) can help you customize your estate plan to meet your goals of protecting your assets and your family both now and in the future. Call LPEP Law to schedule your free, no-obligation consultation to get started today.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2026/01/bigstock-House-Signers-Signing-Signatur-368432092.jpg 601 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2026-01-07 10:27:272026-01-07 10:27:44What is the Difference Between Estate Planning and a Will?
Legal gavel on a desk symbolizing the annulment process and court proceedings for voiding a marriage.
Mitchell Ehrlich

How Long Does the Annulment Process Take?

December 25, 2025/in Family Law /by Mitchell Ehrlich

Usually, when people think about dissolving a marriage, divorce is the first thing that comes to mind. In some cases, though, an annulment might be more appropriate. Unlike divorce, which legally ends a marriage, an annulment means the marriage was never valid in the first place. How long the annulment process takes will vary widely depending on whether your spouse agrees or objects as well as how complicated the case is, however, the following outline provides some general guidance.

Types of Annulment

When it comes to civil annulments (as opposed to religious annulments, which are handled through the Catholic church), you will have either an uncontested annulment or a contested annulment.

Uncontested Annulments

In an uncontested annulment, both parties agree to the annulment, and there are no disputed issues related to grounds for filing, assets, or child custody. Usually, a judge will simply review the request, and you might also be required to attend a hearing. An uncontested civil annulment can take anywhere from a few weeks to several months, depending on the case workload of the family court involved.

Contested Annulments

Contested annulments, on the other hand, generally take longer (i.e., 6 months to over a year), depending on the reason your spouse contests the annulment. For instance, if you allege fraud or coercion as the grounds for the annulment, you will need to provide evidence to the court. 

The Annulment Process

First, you need to make sure that your marriage qualifies for an annulment. Although each state has specific legal grounds for annulments, common grounds include:

  • Fraud or misrepresentation
  • Coercion or force
  • Underage spouse
  • Incest
  • Bigamy
  • Mental incapacity
  • Spouse concealed information such as impotence, criminal history, or addiction

File a Petition and Notify Your Spouse

If you qualify for an annulment in your state, your next step would be to file a petition for annulment in the family court in your jurisdiction. Most states require you to notify your spouse that you have begun the annulment process. They generally have 30 days to respond by either agreeing or contesting.

Gather Documents and Evidence

Before you attend a hearing with a judge, you will need to gather relevant documents like your marriage certificate and identification. You will also likely need to provide evidence to support your reason for requesting the annulment such as texts, photographs, emails, expert witness statements, medical documentation, etc.

Attend Court Hearings

For uncontested annulments, there will likely only be one, short hearing, or the judge may sign the petition without a hearing. For contested annulments, you might be required to attend several hearings. Both sides will present evidence, and the judge will review the case and decide whether the grounds have been proven or not. 

If the judge approves, you will receive a Decree of Annulment, which legally voids your marriage as if it never existed.

Stressed couple arguing on a couch, symbolizing relationship conflict and the emotional challenges that may lead to an annulment decision.

Get Help With the Annulment Process

Even for uncontested annulments, it’s a good idea to work with a family law attorney who is familiar with annulments in your state to make sure the process goes smoothly. The family law group at Lonich Patton Ehrlich Policastri has decades of experience helping couples through the annulment process. Schedule a free consultation today to discuss your case with us to find out how we can best represent you and your interests.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/12/bigstock-Annulment-Legal-Gavel-Concept-206103439.jpg 475 900 Mitchell Ehrlich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Mitchell Ehrlich2025-12-25 10:38:412025-12-26 10:39:32How Long Does the Annulment Process Take?
Michael Lonich

Estate Planning for Families with Special Needs Children: Securing Their Future

December 10, 2025/in Estate Planning /by Michael Lonich

Raising a child with special needs brings both joys and challenges. Among them is making sure your child is financially and legally protected for the long term. Thoughtful estate planning can give you peace of mind knowing your loved one will be cared for, both now and in the future.

In this article, we’ll explore how families in San Jose (and throughout California) can create a plan that ensures security and stability for their child with special needs.

Why Estate Planning Matters for Families with Special Needs Children

Every parent wants to protect their child, but for families with special needs, traditional estate planning isn’t enough. A well-meaning inheritance can actually cause problems if it’s not structured correctly. 

For example, if your child receives government benefits such as Supplemental Security Income (SSI) or Medi-Cal, a direct inheritance could make them ineligible for that support. Estate planning helps you provide financial resources without jeopardizing benefits that may be crucial to their care.

Key Tools to Include in Your Special Needs Estate Plan

Special Needs Trust (SNT)

A Special Needs Trust is one of the most effective tools for protecting your child’s future. It allows you (or other loved ones) to leave money for your child’s benefit, while keeping them eligible for essential public benefits. 

The funds in the trust can be used for things like education, transportation, therapies, or recreation, improving your child’s quality of life without disqualifying them from government programs.

Guardianship or Conservatorship for Children with Special Needs

As your child reaches adulthood, you may need to establish legal authority to continue making important decisions for them. Depending on your child’s needs, this might mean setting up a guardianship or conservatorship. Planning ahead ensures continuity of care and decision-making when your child turns 18.

Letter of Intent

While not a legal document, a Letter of Intent is an invaluable part of your plan. It shares personal details about your child’s daily routines, preferences, and care instructions, helping future caregivers understand your child’s needs, personality, and what makes them happy.

Choosing the Right Trustee 

Selecting a trustee to manage your child’s Special Needs Trust is a big decision. You’ll want someone who’s financially responsible, trustworthy, and compassionate. Some families choose a professional or corporate trustee to ensure expertise and impartiality.

Planning Early Means Greater Peace of Mind

Estate planning can feel overwhelming, but starting early allows you to make thoughtful, informed decisions. It also means your plan can evolve as your child’s needs change over time. 

Whether you’re just beginning to think about the future or ready to formalize your plan, working with an experienced estate planning attorney can make all the difference.

Mother gently supporting her child with special needs while sharing a warm, comforting moment together.

Secure Your Child’s Future Today

At Lonich Patton Ehrlich Policastri, we understand that every family’s situation is unique, especially when caring for a loved one with special needs. Our San Jose estate planning attorneys can help you design a comprehensive plan that protects your child, preserves benefits, and brings lasting peace of mind. 

Contact us today to schedule your free consultation and take the first step toward securing your family’s future.

 

Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/12/bigstock-Disability-a-disabled-child-in-110441000.jpg 598 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-12-10 14:07:232025-12-11 14:12:08Estate Planning for Families with Special Needs Children: Securing Their Future
Elderly man on the phone looking worried with a laptop and bills on the table, symbolizing financial fraud and elder abuse.
Virginia Lively

Addressing Elder Abuse Through Legal Measures: Protecting Vulnerable Family Members

December 3, 2025/in Family Law /by Virginia Lively

It’s a sad fact of life that the very people who loved and protected you when you were most vulnerable eventually become vulnerable themselves. Protecting them from elder abuse becomes your responsibility.

Unscrupulous people look to take advantage of older adults. Scammers, caregivers, and even family members use deception, undue influence, and theft to deprive senior citizens of their hard-earned assets, leaving them afraid, alone, and destitute.

The good news is that there are several strong legal tools that you can use to help protect your loved ones and ensure their financial security during their golden years.

Create a Durable Power of Attorney

Appoint someone trustworthy as a Durable Power of Attorney (POA). A POA gives them the legal authority to manage your loved one’s financial matters if they become incapacitated.

To ensure transparency and prevent misuse, consider requiring regular financial reports or appointing co-agents.

Use Direct Deposit and Automatic Payments

Consider setting up direct deposit for Social Security or other checks and automatic bill pay. These actions can protect a senior citizen from theft, lost mail, or some other interference. 

Even small steps can reduce others’ opportunities to tamper with your loved one’s financial affairs.

Set Up a Revocable Living Trust

A revocable living trust is another tool to protect vulnerable family members from abuse. Your loved one will still have control over their assets with a safety net in place if they can no longer manage their finances. A successor trustee or co-trustees can step in if needed.

A trust serves a dual purpose. Not only does it add oversight, but it also helps the family avoid probate, a public legal process that can provide an opportunity for exploitation.

Be Cautious with Joint Bank Accounts

Joint bank accounts can be convenient, but they also expose an older adult’s assets to abuse. Funds in a joint account legally belong to both parties so that either owner can withdraw them without the other’s permission. 

A better option is convenience accounts, where a helper can write checks and assist with transactions, but does not own the funds.

A Conservatorship May Be Necessary

If your elderly loved one is being financially exploited or can no longer make sound decisions, you may need to petition the court for a conservatorship. A court-appointed conservator is given legal control over the older adult’s finances. The court will supervise the conservator, which adds an additional layer of protection.

It’s important to note that petitioning for a conservatorship is a serious step and should only be used when other options are insufficient.

Ensure Estate Planning Documents are Current

An up-to-date estate plan should include a will, trust, and powers of attorney. These legal documents clearly identify who is authorized to manage your older loved one’s financial and health decisions. 

Review these documents regularly and keep them in a safe place. Remove anyone who does not serve your loved one’s best interest to reduce the risk of exploitation.

Judge’s gavel and lawyer reviewing documents in courtroom, symbolizing legal action and justice in elder abuse cases.

Work with LPEP Law to Keep Your Loved One Safe

Our knowledgeable attorneys at Lonich Patton Ehrlich Policastri can help you create the legal documents you need to protect your vulnerable family members from abuse. We can also assist you with petitioning for conservatorship if necessary.

Contact us at (408) 553-0801 to schedule your free consultation. With our help, you can rest assured that your elderly family member’s assets and dignity will be protected.

 

Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/12/bigstock-Elder-Scam-Call-And-Senior-Pen-381742901.jpg 600 900 Virginia Lively https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Virginia Lively2025-12-03 10:26:352025-12-03 10:26:59Addressing Elder Abuse Through Legal Measures: Protecting Vulnerable Family Members
Senior couple in a domestic partnership smiling in their kitchen as the woman holds a homemade plum cake while her partner washes dishes in the background.
Michael Lonich

Estate Planning for Domestic Partnerships

November 26, 2025/in Estate Planning /by Michael Lonich

Committed relationships can take different forms. Whether it’s a marriage or a domestic partnership, the couple intends to spend their lives together. 

However, the law sees relationships in terms of legal responsibilities and protections. There are key differences between marriage and domestic partnership that can affect your rights if one partner becomes incapacitated or passes away. Ensuring that your partner is legally protected and your wishes are honored requires careful estate planning.

Understanding Domestic Partnership Rights

To be recognized as domestic partners, a couple must complete a Declaration of Domestic Partnership with California’s Secretary of State. To register, both parties must be unencumbered by marriage or another domestic partnership and capable of consent.

Registered domestic partners have many of the same rights as legally married spouses, including community property rules, health insurance coverage, and inheritance rights. Domestic partners can also make financial and medical decisions for each other in some circumstances. Still, these protections aren’t necessarily automatic, and without clear legal documents in place, you risk family members or the state controlling your health, finances, and estate.

Domestic Partners Need a Strong Estate Plan

While domestic partners have several rights under California law, those rights can be challenged. While you may intend for all of your assets to transfer to your partner, there is the risk of complications. There may be a disagreement within the family, or the laws may change. An estate plan provides clarity and reduces the risk of conflict.

With an estate plan, you can ensure that your partner inherits the assets as you intended. Furthermore, you can appoint the person you want to make all the financial and medical decisions if you become incapacitated

Essential Estate Planning Documents

An estate plan should be crafted to fit your objectives, but certain components should be included in a comprehensive plan.

1. Last Will and Testament

Your will allows you to name who will inherit your assets and name an executor to oversee the settling of your estate. If you have minor children, you can name who you want to be their legal guardian if you were to pass away.

Without a will, your property will be distributed according to California’s intestacy laws, which may not align with your wishes.

2. Power of Attorney

This legal document grants your partner the authority to handle your financial matters on your behalf if you can’t do so yourself.

3. Advance Directives

An advance directive authorizes your partner to make medical decisions for you if you are incapacitated. You can also state your wishes for end-of-life care, such as “Do Not Resuscitate” or “Do Not Intubate” orders.

4. Beneficiary Designations

Life insurance policies, pensions, and retirement plans allow you to name beneficiaries to receive the proceeds if you die. 

5. Living Trust

By placing your assets in a living trust, they can avoid probate and transfer directly to your partner.

Unique Concerns for Domestic Partners

While California recognizes registered domestic partners, the United States government does not. This could impact federal benefits and certain tax advantages, which makes careful planning even more essential.

Hands holding a paper cutout of a family, symbolizing legal protection and support in a domestic partnership.

Let LPEP Law Help with your Estate Plan

A well-drafted estate plan tailored to your domestic partnership can ensure your loved one is protected and your wishes are honored. Our attorneys at Lonich Patton Ehrlich Policastri are estate planning experts and can help you navigate the process. 

Contact us at (408) 553-0801 to schedule your free consultation. You will have peace of mind knowing that everything is legally compliant.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/11/bigstock-Cheerful-Senior-Woman-Holding-471352509.jpg 605 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-11-26 12:47:292025-11-28 12:47:48Estate Planning for Domestic Partnerships
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Phone: (408) 553-0801 | Fax: (408) 553-0807 | Email: contact@lpeplaw.com

LONICH PATTON EHRLICH POLICASTRI

Phone: (408) 553-0801
Fax: (408) 553-0807
Email: contact@lpeplaw.com

1871 The Alameda, Suite 400
San Jose, CA 95126

Located in San Jose, Lonich Patton Ehrlich Policastri handles matters for clients in northern California, specifically San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Contra Costa, Santa Cruz, Monterey, San Benito, and San Francisco. For a full listing of areas where we practice, please click here.

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